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Goldman Sachs
GS

Overview Fund Activity

1,813 hedge funds and large institutions have $74.4B invested in Goldman Sachs in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 649 increasing their positions, 726 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+13
Holders Change %
+0.72%
% of All Funds
28.59%
Holding in Top 10
40
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.37%
% of All Funds
0.63%
New
140
Increased
649
Reduced
726
Closed
112
Calls
$4.44B
Puts
$5.12B
Net Calls
-$683M
Net Calls Change
+$271M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$532M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$518M
3
Jennison Associates
Jennison Associates
New York
+$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$207M
5
Barclays
Barclays
United Kingdom
+$188M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.19B
2
Bank of America
Bank of America
North Carolina
-$915M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
4
Capital World Investors
Capital World Investors
California
-$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABLA
1001
Alan B. Lancz & Associates
Ohio
$806K – – –
KAH
1002
Kathryn A. Hall
$806K – – –
MPPLM
1003
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$806K +$70.6K +219 +10%
QPWM
1004
Quadrant Private Wealth Management
Pennsylvania
$805K +$323 +1 +0%
MWA
1005
Moser Wealth Advisors
Washington
$802K +$802K +2,488 New
EFMC
1006
Empire Financial Management Company
New York
$801K +$50.6K +157 +7%
GRP
1007
Global Retirement Partners
California
$800K -$10.3K -32 -1%
UAML
1008
US Asset Management LLC
Pennsylvania
$797K -$645 -2 -0.1%
FB
1009
Fulton Bank
Pennsylvania
$794K -$525K -1,628 -40%
SB
1010
Strategic Blueprint
Georgia
$794K -$25.8K -80 -3%
PCM
1011
Prana Capital Management
Connecticut
$793K +$793K +2,458 New
CWM
1012
Curi Wealth Management
North Carolina
$792K -$58.4K -181 -7%
AAIS
1013
ABN AMRO Investment Solutions
$790K -$1.15M -3,563 -59%
LCM
1014
Leisure Capital Management
California
$789K – – –
First Manhattan
1015
First Manhattan
New York
$786K -$42.6K -132 -5%
FNBT
1016
FineMark National Bank & Trust
Florida
$786K +$136K +422 +21%
CCT
1017
Chemung Canal Trust
New York
$784K -$114K -353 -13%
CT
1018
Coastline Trust
Rhode Island
$779K +$331K +1,025 +74%
JIP
1019
Jaffetilchin Investment Partners
Florida
$776K +$53.2K +165 +7%
EF
1020
Empowered Funds
Pennsylvania
$776K +$85.5K +265 +12%
EST
1021
EA Series Trust
Pennsylvania
$776K +$776K +2,405 New
CWM
1022
Congress Wealth Management
Massachusetts
$775K -$60K -186 -7%
MFG
1023
MidWestOne Financial Group
Iowa
$774K -$10.6K -33 -1%
AC
1024
Aristides Capital
Kentucky
$774K – – –
EI
1025
Ellevest Inc
New York
$771K +$5.16K +16 +0.7%
39 40
41
42 43